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McDonald's

3,414 hedge funds and large institutions have $166B invested in McDonald's in 2025 Q1 according to their latest regulatory filings, with 230 funds opening new positions, 1,383 increasing their positions, 1,351 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 230 | Existing positions closed: 145

32% more funds holding in top 10

Funds holding in top 10: 4762 (+15)

8% more capital invested

Capital invested by funds: $153B → $166B (+$12.8B)

1.77% more ownership

Funds ownership: 72.63%74.4% (+1.8%)

10% more call options, than puts

Call options by funds: $2.81B | Put options by funds: $2.56B

2% more repeat investments, than reductions

Existing positions increased: 1,383 | Existing positions reduced: 1,351

1% more funds holding

Funds holding: 3,3863,414 (+28)

Holders
3,414
Holders Change
+28
Holders Change %
+0.83%
% of All Funds
45.77%
Holding in Top 10
62
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+31.91%
% of All Funds
0.83%
New
230
Increased
1,383
Reduced
1,351
Closed
145
Calls
$2.81B
Puts
$2.56B
Net Calls
+$250M
Net Calls Change
+$425M
Name Holding Trade Value Shares
Change
Change in
Stake
MBI
3076
May Barnhard Investments
Maryland
$230K +$220K +737 New
LTAS
3077
Linden Thomas Advisory Services
North Carolina
$230K +$5.08K +17 +2%
SSWG
3078
Seven Springs Wealth Group
Tennessee
$230K
IA
3079
Inspire Advisors
Idaho
$230K -$897 -3 -0.4%
GCM
3080
Gibraltar Capital Management
Oklahoma
$229K -$217K -726 -50%
BCPWM
3081
Bradley & Co Private Wealth Management
Florida
$229K
FWP
3082
Forefront Wealth Partners
Texas
$229K +$897 +3 +0.4%
BFWA
3083
Benchmark Financial Wealth Advisors
Florida
$229K -$59.2K -198 -21%
SCM
3084
Seascape Capital Management
New Hampshire
$229K +$219K +733 New
MWPCG
3085
Measured Wealth Private Client Group
New Hampshire
$228K -$11.1K -37 -5%
CWA
3086
Clarity Wealth Advisors
California
$228K +$598 +2 +0.3%
BAWM
3087
Bennett Associates Wealth Management
Pennsylvania
$227K -$58K -194 -21%
HIM
3088
Hanlon Investment Management
New Jersey
$227K -$17.3K -58 -7%
GFM
3089
GEN Financial Management
Minnesota
$227K
KIA
3090
Knollwood Investment Advisory
Maryland
$226K
TCM
3091
Tandem Capital Management
New Jersey
$226K
EIP
3092
Ellis Investment Partners
Pennsylvania
$226K +$598 +2 +0.3%
SWIM
3093
Smallwood Wealth Investment Management
New Jersey
$226K
SCA
3094
Southern Capital Advisors
Tennessee
$225K +$4.19K +14 +2%
PPA
3095
Pacific Point Advisors
California
$224K
VIM
3096
Vancity Investment Management
British Columbia, Canada
$224K +$214K +717 New
NCM
3097
Northwest Capital Management
Oregon
$224K +$299 +1 +0.1%
GMFG
3098
Greater Midwest Financial Group
Minnesota
$224K +$4.79K +16 +2%
RPGNY
3099
Retirement Planning Group (New York)
New York
$224K
HIS
3100
Horizon Investment Services
Indiana
$224K +$2.09K +7 +1%

MCD Hedge Fund Activity: Q1 2025 in Review

3,414 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2025, worth a combined $166B — up 8.4% from $153B a quarter earlier.

Buyers outnumbered sellers: 230 funds opened new MCD positions and 145 closed out — a net gain of 85 holders — while 1,383 added to existing stakes and 1,351 trimmed.

The largest buyer was Gallagher Fiduciary Advisors, adding an estimated $1.45B. The largest seller was Wellington Management Group, cutting an estimated $647M.

  • 3,414 institutional investors held McDonald's (MCD) as of Q1 2025, up from 3,386 in Q4 2024.
  • Funds reported $166B of McDonald's stock for Q1 2025, up 8.4% quarter-over-quarter.
  • 230 funds opened new McDonald's positions in Q1 2025 and 145 closed out, a net change of +85 holders.
  • The largest McDonald's buyer in Q1 2025 was Gallagher Fiduciary Advisors, an estimated $1.45B added.
  • The largest McDonald's seller in Q1 2025 was Wellington Management Group, an estimated $647M sold.

Based on aggregated 13F filings for Q1 2025.